-92.4%
AMIX vs GSK
+9.8%
-102.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.1% | -8.5% | -8.5% |
| 7D | -10.9% | +0.5% | -11.3% | -10.8% |
| 30D | -55.0% | +9.4% | -64.4% | -55.3% |
| 3M | -82.0% | +1.6% | -83.6% | -81.9% |
| 6M | -80.4% | +1.3% | -81.8% | -80.3% |
| YTD | -88.3% | +6.0% | -94.3% | -88.4% |
| 1Y | -92.4% | +9.1% | -101.5% | -92.7% |
| All | -92.4% | +9.8% | -102.2% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GSK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling